GoCardless + monday.com

Secure new payments in GoCardless and create items in monday.com

When a new payment is secured in GoCardless, use this workflow to automatically create a new item in monday.com. This efficient method lets you instantly keep track of your payments, ensuring your monday.com boards are up-to-date with your latest financial data. You can focus more on your business knowing that your payment updates are seamlessly integrated into your project management.

When a new payment is secured in GoCardless, use this workflow to automatically create a new item in monday.com. This efficient method lets you instantly keep track of your payments, ensuring your monday.com boards are up-to-date with your latest financial data. You can focus more on your business knowing that your payment updates are seamlessly integrated into your project management.

  1. When this happens...
    GoCardlessGoCardless
    Payment Secured

    Triggers when a payment has been collected, but not yet paid out to your account.

    TriggerInstant
  2. automatically do this!
    monday.commonday.com
    Create Item

    Create a new Item in a board

    ActionWrite
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Supported triggers and actions

  • GoCardless triggers, actions, and search

    New Payment Authorisation Request

    Triggers when a new mandate or instant bank payment (IBP) has been initiated and billing information is requested.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Mandate Cancelled

    Triggers when a payment mandate is cancelled (manually by a customer or because the billing period ended).

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Secured

    Triggers when a payment has been collected, but not yet paid out to your account.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Paid Out

    Triggers when a payment has been paid out to your account.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Payment Authorisation Approved

    Triggers when a customer successfully sets up their billing information.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    New Mandate Created

    Triggers when a payment mandate is created.

    Trigger
    Instant
    Try It
  • GoCardless triggers, actions, and search

    Failed Payment

    Triggers when a payment fails.

    Trigger
    Instant
    Try It
    • CurrencyRequired

    • GoCardless Customer ID

    Action
    Write
gocardless logo
gocardless logo

About GoCardless

GoCardless is a payments platform helping businesses collect payments directly from customer bank accounts.
Learn more

Related categories

  • Payment Processing
monday logo
monday logo

About monday.com

monday.com helps you move projects forward fast, letting everyone know what's been done on a task—and what needs finished right now.

Related categories

  • Project Management

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